Training Courses: Finance & Banking

Assistant Financial Broker

Skills & Knowledge you will learn View Details

Comply with financial services legislation and industry codes of practice
Design and produce business documents
Process applications for credit
Prepare loan application on behalf of finance or mortgage broking clients
Identify client needs for broking services
Present broking options to client
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Deliver and monitor a service to customers
Settle applications and loan arrangements in the finance and mortgage broking industry
Develop and nurture relationships with clients, other professionals and third party referrers
Prospect for new clients

Finance Sector Team Leader

Skills & Knowledge you will learn View Details

Apply principles of professional practice to work in the financial services industry
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Coordinate a small business customer portfolio
Participate in negotiations
Develop and maintain knowledge of financial markets products
Interpret financial markets information
Comply with financial services legislation and industry codes of practice
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Collect, assess and use information
Sell financial products and services
Assess credit applications
Promote understanding of the role and effective use of consumer credit

Banking Sales Consultant

Skills & Knowledge you will learn View Details

Implement customer service standards
Contribute to health and safety of self and others
Use business technology
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Sell financial products and services
Implement a sales plan
Prospect for new clients
Use multiple information systems
Administer customer engagement technology
Deliver and monitor a service to customers
Provide services in a Business Transaction Centre

Lending Officer

Skills & Knowledge you will learn View Details

Implement customer service standards
Contribute to health and safety of self and others
Use business technology
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Assess credit applications
Establish and maintain appropriate security
Promote understanding of the role and effective use of consumer credit
Use multiple information systems
Deliver and monitor a service to customers
Manage a small team
Assist customers to budget and manage own finances

Mobile Banking Consultant

Skills & Knowledge you will learn View Details

Implement customer service standards
Contribute to health and safety of self and others
Use business technology
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Promote mobile banking services
Provide mobile banking sales and service
Manage customer visits
Deliver and monitor a service to customers
Manage personal work priorities and professional development
Establish client relationship and analyse needs
Assess credit applications

Purchasing Officer or Procurement Officer

Skills & Knowledge you will learn View Details

Uphold and support the values and principles of public service
Identify and treat risks
Exercise delegations
Apply government processes
Encourage compliance with legislation in the public sector
Plan procurement
Develop and distribute requests for offers
Select providers and develop contracts
Manage contracts
Gather and analyse information
Use public sector financial processes
Use resources to achieve work unit goals
Use advanced workplace communication strategies
Develop internal and external networks
Undertake project work

Credit Manager

Skills & Knowledge you will learn View Details

Conduct individual work within a compliance framework
Assess credit applications
Establish and maintain appropriate security
Manage and recover bad and doubtful debts
Utilise the legal process to recover outstanding debt
Manage overdue customer accounts
Resolve disputes
Apply principles of professional practice to work in the financial services industry
Implement risk management strategies
Lead team effectiveness
Manage a small team
Process business tax requirements

Credit Officer

Skills & Knowledge you will learn View Details

Conduct individual work within a compliance framework
Assess credit applications
Establish and maintain appropriate security
Manage and recover bad and doubtful debts
Utilise the legal process to recover outstanding debt
Manage overdue customer accounts
Resolve disputes
Apply principles of professional practice to work in the financial services industry
Implement risk management strategies
Conduct customer engagement
Implement customer service standards
Contribute to health and safety of self and others

Accounts Supervisor

Skills & Knowledge you will learn View Details

Prepare financial reports
Introduce cloud computing into business operations
Process financial transactions and extract interim reports
Administer subsidiary accounts and ledgers
Work effectively in the accounting and bookkeeping industry
Set up and operate a computerised accounting system
Complete business activity and instalment activity statements
Establish and maintain payroll systems
Prepare operational budgets
Prepare financial statements for non-reporting entities
Process business tax requirements
Develop and use complex spreadsheets
Maintain inventory records

Bookkeeper

Skills & Knowledge you will learn View Details

Prepare financial reports
Introduce cloud computing into business operations
Process financial transactions and extract interim reports
Administer subsidiary accounts and ledgers
Work effectively in the accounting and bookkeeping industry
Set up and operate a computerised accounting system
Complete business activity and instalment activity statements
Establish and maintain payroll systems
Deliver and monitor a service to customers
Develop and use complex spreadsheets
Monitor and manage small business operations
Plan small business finances
Maintain inventory records

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